Bona Financial Group LLC
500 West Putnam Avenue, Suite 400
Greenwich, CT 06830
Phone:
203-742-1463
E-mail:
Welcome
If what you THOUGHT to be true about . . .
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How you finance and pay your mortgage
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Income taxes
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How you fund and distribute your retirement plans
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How you pay for college
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How you finance and pay for major purchases such as cars, etc...
turned out NOT to be true, WHEN would you want to know?
I take a unique approach with my clients by helping them find money they are currently losing unknowingly and unnecessarily. I do that by helping you focus on the losses and inefficiencies in your financial life. Experience has shown that I can have a bigger impact on your financial success by helping you avoid the losses than by helping you pick the winners.
I encourage you to take advantage of a Complimentary Financial Consultation where I will show you:
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How to become a Wealth Creator versus a Debtor or Saver
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How you can capitalize on the power of compound interest
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Ways to enhance access to your money providing greater liquidity, use, and control
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Strategies to minimize the losses you may be experiencing because of how you pay for major capital purchases like buying cars and sending your kids to college
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The benefits associated with various savings vehicles
You will also receive a FREE RETIREMENT REPORT that will answer these questions:
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What rate of return do I have to earn on my savings and investments in order to retire at my current standard of living?
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What is the minimum amount of money I need to be saving each year to enjoy my present lifestyle during retirement?
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How long will I have to work before I can retire and be able to enjoy my present standard of living until my life expectancy?
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How much will I have to reduce my present standard of living to make my money last to my life expectancy?
To schedule your consultation call me at 203-742-1463 or e-mail me at info@bonafinancialgroup.com. I look forward to visiting with you.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.